Donaldson Capital Management’s Amphenol APH Stock Holding History

Donaldson Capital Management’s Portfolio APH Stock Details APH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.02M	Sell	45,590 -7,418	-14%	-$535K	0.11%	89
2026 Q1	$3.35M	Sell	53,008 -7,460	-12%	-$525K	0.11%	86
2025 Q4	$4.09M	Sell	60,468 -16,972	-22%	-$1.14M	0.13%	80
2025 Q3	$4.79M	Buy	+77,440	New	+$4.25M	0.15%	77
2024 Q4	–	Sell	-6,362	Closed	-$207K	–	215
2024 Q3	$207K	Sell	6,362 -938	-13%	-$30.4K	0.01%	207
2024 Q2	$246K	Sell	7,300 -384	-5%	-$12.1K	0.01%	200
2024 Q1	$222K	Sell	7,684 -840	-10%	-$22K	0.01%	197
2023 Q4	$211K	Sell	8,524 -3,052	-26%	-$67.4K	0.01%	208
2023 Q3	$243K	Sell	11,576 -1,144	-9%	-$24.6K	0.01%	207
2023 Q2	$270K	Buy	12,720 +2,224	+21%	+$43.2K	0.01%	195
2023 Q1	$214K	Buy	+10,496	New	+$207K	0.01%	210
2020 Q2	–	Sell	-35,512	Closed	-$324K	–	201
2020 Q1	$324K	Buy	35,512 +6,736	+23%	+$80.3K	0.03%	152
2019 Q4	$389K	Buy	28,776 +7,336	+34%	+$93.6K	0.03%	159
2019 Q3	$259K	Buy	21,440 +3,616	+20%	+$41.7K	0.02%	182
2019 Q2	$214K	Buy	+17,824	New	+$214K	0.02%	166

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Donaldson Capital Management's APH Position: Q2 2026 in Review

Donaldson Capital Management reduced its Amphenol (APH) stake by 14% in Q2 2026, selling an estimated $535K and leaving 45,590 shares worth $4.02M. The position accounts for 0.11% of the portfolio, ranked #89.

Donaldson Capital Management first reported a position in APH in Q2 2019 and has held it in 15 quarters since. The position peaked at $4.79M in Q3 2025. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Donaldson Capital Management held 45,590 shares of Amphenol worth $4.02M as of Q2 2026.
Donaldson Capital Management sold 7,418 Amphenol shares in Q2 2026, an estimated $535K.
Amphenol made up 0.11% of Donaldson Capital Management's portfolio in Q2 2026, its #89 holding.
Donaldson Capital Management first reported a position in Amphenol in Q2 2019 and has held it in 15 quarters since.
Donaldson Capital Management's Amphenol position peaked at $4.79M in Q3 2025.
2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.